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Signet Financial Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Signet Financial Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.12M Sell
12,132
-231
-2% -$63.4K 0.35% 93
2025
Q4 		$3.45M Sell
12,363
-563
-4% -$161K 0.39% 85
2025
Q3 		$3.8M Sell
12,926
-188
-1% -$54.2K 0.44% 73
2025
Q2 		$3.73M Sell
13,114
-446
-3% -$115K 0.47% 69
2025
Q1 		$3.32M Sell
13,560
-846
-6% -$220K 0.45% 75
2024
Q4 		$3.66M Sell
14,406
-288
-2% -$74.1K 0.47% 70
2024
Q3 		$3.58M Sell
14,694
-700
-5% -$163K 0.46% 74
2024
Q2 		$3.53M Sell
15,394
-2,000
-11% -$459K 0.48% 66
2024
Q1 		$4.1M Sell
17,394
-641
-4% -$144K 0.56% 51
2023
Q4 		$3.96M Sell
18,035
-889
-5% -$178K 0.59% 51
2023
Q3 		$3.69M Sell
18,924
-614
-3% -$125K 0.61% 49
2023
Q2 		$4.02M Sell
19,538
-283
-1% -$54.8K 0.64% 50
2023
Q1 		$3.86M Sell
19,821
-4
-0% -$766 0.65% 45
2022
Q4 		$3.56M Buy
19,825
+5,047
+34% +$915K 0.64% 44
2022
Q3 		$2.52M Sell
14,778
-77
-0.5% -$14.6K 0.49% 60
2022
Q2 		$2.6M Sell
14,855
-61
-0.4% -$11.8K 0.5% 59
2022
Q1 		$3.32M Sell
14,916
-433
-3% -$95.6K 0.56% 51
2021
Q4 		$3.91M Sell
15,349
-802
-5% -$202K 0.59% 43
2021
Q3 		$3.82M Buy
+16,151
New +$3.91M 0.66% 43
2021
Q2 		– Sell
-16,962
Closed -$3.64M – 238
2021
Q1 		$3.64M Sell
16,962
-1,142
-6% -$248K 0.68% 39
2020
Q4 		$3.84M Sell
18,104
-509
-3% -$100K 0.78% 34
2020
Q3 		$3.54M Sell
18,613
-240
-1% -$42.3K 0.78% 33
2020
Q2 		$3.36M Sell
18,853
-425
-2% -$64.3K 0.75% 39
2020
Q1 		$2.87M Sell
19,278
-897
-4% -$136K 0.68% 48
2019
Q4 		$3.2M Sell
20,175
-186
-0.9% -$28.4K 0.6% 61
2019
Q3 		$3.07M Sell
20,361
-321
-2% -$48.1K 0.6% 61
2019
Q2 		$3.19M Sell
20,682
-763
-4% -$111K 0.63% 63
2019
Q1 		$3.15M Sell
21,445
-663
-3% -$89.2K 0.62% 64
2018
Q4 		$2.65M Sell
22,108
-1,410
-6% -$181K 0.58% 67
2018
Q3 		$3.35M Sell
23,518
-292
-1% -$40.9K 0.59% 62
2018
Q2 		$3.2M Sell
23,810
-1,219
-5% -$162K 0.56% 65
2018
Q1 		$3.24M Sell
25,029
-1,074
-4% -$141K 0.58% 62
2017
Q4 		$3.33M Sell
26,103
-708
-3% -$88.8K 0.62% 62
2017
Q3 		$3.26M Buy
26,811
+6,925
+35% +$825K 0.64% 64
2017
Q2 		$2.34M Buy
19,886
+7,963
+67% +$925K 0.49% 66
2017
Q1 		$1.35M Buy
11,923
+8,584
+257% +$954K 0.29% 91
2016
Q4 		$353K Buy
+3,339
New +$350K 0.08% 136

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Signet Financial Management's VOT Position: Q1 2026 in Review

Signet Financial Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.9% in Q1 2026, selling an estimated $63.4K and leaving 12,132 shares worth $3.12M. The position accounts for 0.35% of the portfolio, ranked #93.

Signet Financial Management first reported a position in VOT in Q4 2016 and has held it in 37 quarters since. The position peaked at $4.1M in Q1 2024. 1,058 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Signet Financial Management held 12,132 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.12M as of Q1 2026.
  • Signet Financial Management sold 231 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $63.4K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.35% of Signet Financial Management's portfolio in Q1 2026, its #93 holding.
  • Signet Financial Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2016 and has held it in 37 quarters since.
  • Signet Financial Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.1M in Q1 2024.
  • 1,058 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.